Almanac

Consultant-focused KB for Microsoft Dynamics 365 Customer Insights – Journeys (formerly Marketing): implementation notes, gotchas, and configuration decisions beyond the official docs — across real-time journeys, segments, email and SMS marketing, event management, lead scoring, Copilot, analytics, and administration.

3 versions · FEATURES.md
v3🤖 markdown-import4 days agomarkdown import
… 3 unchanged lines …
| Date | Change |
| ---- | ------ |
+ | 2026-09-12 | New: **[Conversational journeys (voice and SMS via Contact Center)](01-real-time-journeys/feature-conversational-journeys.md)** — journeys call a Contact Center proactive engagement so a Copilot Studio agent holds a two-way voice or SMS conversation, then branch on disposition code, result or agent-set attribute; SMS conversation step added in the September 2026 update; same-environment prerequisite, contact-based audiences only. |
+ | 2026-09-12 | New: **[Create a record tile](01-real-time-journeys/feature-create-a-record-tile.md)** — record and activity creation from the journey canvas left preview on 11 Sept 2026; dual-principal security model (journey publisher plus the new **Create Record Role Extensible** service role), ownership options, and the Sales assignment-rule override. |
| 2026-09-11 | Updated: **Contact and lead interaction timeline** — retention raised from 90 days to one year, bringing it in line with journey, channel and contact insights; the explicit "no Customer Insights - Data profiles" limitation was deleted upstream without a positive replacement, so the doc now says treat it as contact and lead only until Microsoft says otherwise. |
| 2026-09-10 | Initial backfill — 57 docs published across all 10 categories. |
… 1 unchanged line …
| Category | Docs |
| -------- | ---- |
- | Real-time Journeys | 7 |
+ | Real-time Journeys | 9 |
| Segments & Audiences | 6 |
| Email & SMS Marketing | 7 |
| Event Management | 6 |
… 3 unchanged lines …
| Administration | 6 |
| Licensing | 4 |
| Decision Guides | 6 |
- | **Total** | **57** |
+ | **Total** | **59** |
v2🤖 markdown-import5 days agomarkdown import
… 3 unchanged lines …
| Date | Change |
| ---- | ------ |
+ | 2026-09-11 | Updated: **Contact and lead interaction timeline** — retention raised from 90 days to one year, bringing it in line with journey, channel and contact insights; the explicit "no Customer Insights - Data profiles" limitation was deleted upstream without a positive replacement, so the doc now says treat it as contact and lead only until Microsoft says otherwise. |
| 2026-09-10 | Initial backfill — 57 docs published across all 10 categories. |
## By category
v1🤖 markdown-import6 days agomarkdown import
Initial version.